Dynamics AX = Denis Macchinetti: How to suspend RecId Sequence
Sep23

Dynamics AX = Denis Macchinetti: How to suspend RecId Sequence

Hi,as you know in D365FO now the sequences are handled by SQL and not anymore from the SYSTEMSEQUENCES table.From particular scenarios could be necessary to suspend the Recid assignement.In order to do that, issue the following command:appl.sysRecIdSequence().suspendRecIds(tableNum(TABLENAME));Tale a look also to the standard AccountingDistributionProcessor… Continue Reading Denis Macchinetti’s Article on their...

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How to Add custom dashboard banner in dynamics 365?
Sep18

How to Add custom dashboard banner in dynamics 365?

Go to Organization administration > Organizations > Legal entities. In the list on the left, select the legal entity for which you want to update the banner or logo. If it is already selected,  click edit and select banner from Dashboard company image type  Tip: The ideal resolution for a banner image is 1920 x 281 pixels. The ideal width for a logo image is 350 pixels. How to Add custom dashboard banner in dynamics 365?Blog...

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Split the On-account invoice transaction for Credit note
Sep17

Split the On-account invoice transaction for Credit note

When the project invoice includes just one on-transaction, then system does not allow the user to split that single transaction during the credit note.Single on-account transaction cannot be split during credit note  However when the project invoice involves multiple on-account transactions from the same and / or multiple projects / sub-projects, then the user can split the credit note and… Continue Reading noreply@blogger.com...

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How to delete Custom fields without developer in Dynamics 365?
Sep17

How to delete Custom fields without developer in Dynamics 365?

In this post, I talked about custom fields and how to create itTake care from delete custom fields, because you will lose your data and no return back In Dynamics 365, you can not insert fields from GUI like userinfo tableand you will get this message if you try to insert fields you can delete custom fields from custom fields formSystem administration/setup/custom fields  by default,… Continue Reading noreply@blogger.com...

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How to delete Custom fields without developer in Dynamics 365?
Sep17

How to delete Custom fields without developer in Dynamics 365?

In this post, I talked about custom fields and how to create itTake care from delete custom fields, because you will lose your data and no return back In Dynamics 365, you can not insert fields from GUI like userinfo tableand you will get this message if you try to insert fields you can delete custom fields from custom fields formSystem administration/setup/custom fields  by default,… Continue Reading noreply@blogger.com...

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Dynamics AX = Denis Macchinetti: How to avoid Retail Module configuration reset
Sep16

Dynamics AX = Denis Macchinetti: How to avoid Retail Module configuration reset

Hi mates,if in your LBD implementation the Retail Module disappear after a Deployment, here how to avoid it.After a chat with Microsoft, to prevent DB sync from resetting the config keys (Retail in my case), issue the following command against the AxDB Database from sql server management studio:INSERT INTO SQLSYSTEMVARIABLES (PARM, VALUE, IPARM, IVALUE) VALUES (‘FirstSyncSuccess’, 1, 20,… Continue Reading Denis...

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Latency Testing for Dynamics 365 for Finance and Operations
Sep16

Latency Testing for Dynamics 365 for Finance and Operations

Recently I went on a journey testing the latency of the Azure dark fiber backbone between data centers.  This is crucial for a global Dynamics 365 Finance and Operations (“FinOps”) implementation.  In general bandwidth can be purchased but latency is hard to influence. There are some resources online which provide latency numbers which seem to hold somewhat accurate still, but I… Continue Reading Dag Calafell, III’s...

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Reverting the SAME project transaction which is in ‘Selected for credit note’ back to ‘Invoiced’
Sep14

Reverting the SAME project transaction which is in ‘Selected for credit note’ back to ‘Invoiced’

I just now came to know a way of reverting the SAME project transaction which is in ‘Selected for credit note’ back to ‘Invoiced’. When the project transaction is invoiced, the ‘Transaction status’ is changed to ‘Invoiced’: When you select the transaction for credit note, the ‘Transaction status’ is changed to ‘Selected for credit note’ I was wondering how do i...

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Calculation Method and Balancing Fee Journal
Sep14

Calculation Method and Balancing Fee Journal

There are three calculation methods when it comes to fixed price projects, they are:None Markup percent total Markup percent estimate line This post is not about describing what each of the calculation method does but this post is the super summary of when does the system create the balancing fee journal and when it does not. This post is for the advanced users of revenue recognition… Continue Reading noreply@blogger.com (Sarang...

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Financial Structure Series Part 5 – Financial Dimension Sets
Sep13

Financial Structure Series Part 5 – Financial Dimension Sets

In this post, which is the final in the financial structure series for Dynamics AX ( AKA 365 Finance and Operations), we are shedding a light on the importance of the financial dimension set which represents the essence of the whole financial structure illustrated throughout the previous posts. In the previous four articles, we have explained how to “build” the financial structure considering… Continue Reading...

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Extensible Data Security (XDS) with Dynamics 365 Finance and Operation
Sep12

Extensible Data Security (XDS) with Dynamics 365 Finance and Operation

XDS is one of the sparkling features in Dynamics. It takes you beyond the forms achieving the ultimate data control. It is one of the key features that captivate the customer heart and mind. It is a great dramatic closing for your demos. So for example you have Buyer who only work with selective suppliers and deals on selective items, in such data security scenarios we… Continue Reading Amir Nazim’s Article on their...

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D365FO Financial reports (Management reports) error “The Operation could not be completed because the item no longer exists.”
Sep12

D365FO Financial reports (Management reports) error “The Operation could not be completed because the item no longer exists.”

Hi Guy – i hope you are doing great, Today i am sharing my experience on one of the problem i have faced recently on Financial reports in D365FO, when we edit the report it opens the designer and shown this error “The Operation could not be completed because the item no longer exists.” This environment we have created by replicating the data and code based from… Continue Reading Amir Nazim’s Article on their...

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Debug AIF Document Service within AX
Sep11

Debug AIF Document Service within AX

Sometimes it is a pain to create a .NET application and attach a debugger to the AOS service just to diagnose a problem with an AIF service.  It is possible to do all debugging inside of AX.  This example is for a standard AIF document service, however, you can also do the same for a custom service in a way which is even easier. As a prerequisite, the inbound port must have document… Continue Reading Dag Calafell, III’s...

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How to know field description in dynamics 365?
Sep10

How to know field description in dynamics 365?

You can find a description for fields in Dynamics 365 without going to the visual studio or any development task as the below:common / inquiries / field description  as a default option, no page selectedjust select page to show fields with the description for example, I will show fields in the cuttable page  you can enable include fields without description checkbox, to show all… Continue Reading noreply@blogger.com (Mahmoud...

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Validate AX DLL Versions on Multiple Machines

List the versions for all DLLs which will load in AX using the Get-AxDllVersions. Download the PowerShell script.  Run this script against all machines running the AX client (RDP/Citrix/end-user) and servers. This is useful to confirm that all DLLs deployed match in file version. Example 1: Export DLL Versions for Local Machine Example single value: ComputerName : Server1FileVersion :… Continue Reading Dag Calafell, III’s...

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Financial Structure Series Part 4 – Advanced Rule Structure
Sep06

Financial Structure Series Part 4 – Advanced Rule Structure

In the previous posts of the financial structure series, we have covered the basic components of the financial structure in Dynamics AX, represented with the financial dimensions, chart of account and account structure. The purpose of this article is to shed a light on another essential component of the financial structure which is the Advanced Rule Structure. Advanced rule structure allows… Continue Reading Mahmoud M....

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Quick Post – Fixed Price project eliminate button and invoice posting date
Sep04

Quick Post – Fixed Price project eliminate button and invoice posting date

Everyday you learn, no matter what and that’s absolutely true. However more important is to retain what you have learnt today and reduce the time in re-inventing the wheel later. I just now learnt a very small thing but i still wish to put this in writing so that i remember it in future and also if it helps others then, nothing like it. If the project  is over and the ‘Eliminate’… Continue Reading noreply@blogger.com (Sarang...

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How set default record type for entities?
Sep03

How set default record type for entities?

when you create a customer, vendor, prospect, competitor,.. etc, you can set default record type from global book address parameters as the belownavigate to organization administration / global book address /global book address parameters click General Tab and set record types as you need based your businesslet me create a new customer, prospect  to test my setup and create vendor… Continue Reading noreply@blogger.com (Mahmoud...

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Recognizing the remaining “On-account” on T&M project by dimension
Aug31

Recognizing the remaining “On-account” on T&M project by dimension

Business case – A prepayment is received from the customer for an additional support contract for 35 hours on top of the actual core project. However the contract is such that whenever a consultant spends time on this engagement, that time is booked on the separate support project and a zero value invoice is raised against the project for the customer to know the hours spend till date…. Continue Reading noreply@blogger.com...

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How to Add multiple vendors to multiple legal entities in Dynamics 365?
Aug28

How to Add multiple vendors to multiple legal entities in Dynamics 365?

In dynamics 365, you can copy vendor from legal entity to another by using the Add vendor to another legal entity form  Go to Accounts payable / vendors / all vendor  and select your vendor and click Add vendor to another legal entity Note:: you must select vendors one by one (you can not add bulk vendors to another legal entity)select the target legal entity note:: you can not… Continue Reading noreply@blogger.com (Mahmoud...

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Financial Structure Series Part 3 – Account Structures
Aug27

Financial Structure Series Part 3 – Account Structures

As we proceed with understanding the financial structure in Dynamics AX, as we have already covered both; chart of accounts and financial dimensions, this post will shed a light on the account structure concept in Dynamics AX. The account structure is basically the valid combination of main accounts and associated financial dimensions. What distinguishes Dynamics AX from other legacy ERP… Continue Reading Mahmoud M....

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AXAPTAMANIAC: Dynamics 365 FinOps workflow
Aug22

AXAPTAMANIAC: Dynamics 365 FinOps workflow

Workflows in Dynamics 365 FinOps are of two kind and they are:Company specific workflows Organization wide workflows These workflows are system designed and thats how they are. Details of which workflows are company specific and which ones are organization wide is available on technet. However you could also get to know this when you create workflows. If the ‘Association’ points to a… Continue Reading...

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Focus18 – EMEA – London
Aug21

Focus18 – EMEA – London

The User Groups for Dynamics 365, AX, CRM, BC/NAV, and Power BI road-trip named Focus is arriving to Europe and is making a stop in London from 5-6 September, 2018 featuring dive deep sessions covering advanced topics on D365 Finance and Operations and Customer Engagement. Additionally, specific topics to the Retail space including modern POS, inventory management, sales orders, ecommerce,… Continue Reading Kurt Hatlevik’s...

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Unable to Enable Warehouse Management II License Key
Aug21

Unable to Enable Warehouse Management II License Key

In AX 2012 R3 CU12, after disabling Trade > Warehouse and Transportation Management the Warehouse Management II license cannot be enabled in License information. “You can not add this license code because the following required license codes have not been entered: Warehouse management I” The fix was:1. Kick out other users2. Keep AOS online and AX open3. Backup business data SQL… Continue Reading Dag Calafell, III’s...

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Unreserve inventory – Dag Calafell, III, PMP

// Unreserves inventory static void unreserveInventTrans(Args _args) { InventTrans             inventTrans; InventDim               inventDim; InventDimParm           inventDimParm; ; setPrefix(funcName());   select firstOnly inventTrans where inventTrans.StatusIssue == StatusIssue::ReservPhysical join inventDim where inventDim.inventDimId ==… Continue Reading Dag Calafell, III’s Article on their...

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Financial Structure Series Part 2 – Chart of Accounts
Aug16

Financial Structure Series Part 2 – Chart of Accounts

In the previous post of the financial structure series, Financial Dimensions has been been thoroughly illustrated along the three primary types. In this post, we will shed a light on another core component of the financial structure in Dynamics AX, which is the chart of accounts. COA is simply a list of all the main accounts, below is a representation of the financial structure as a whole The… Continue Reading Mahmoud M....

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AXAPTAMANIAC: Workflow not kicking in
Aug16

AXAPTAMANIAC: Workflow not kicking in

Many times there is a situation where the workflow does not kick in, no matter what. It does not give any error but it does not progress either. In such situations, a functional person can do the following debug steps before going to a a technical consultant. Most of the times this should resolve the issue, if it doesn’t then definitely it needs to be looked into by a technical… Continue Reading noreply@blogger.com (Sarang...

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Financial Structure Series Part 1 – Financial Dimensions
Aug14

Financial Structure Series Part 1 – Financial Dimensions

Traditional legacy systems used to have chart of account segmentation in order to report on the different business levels for financial purposes, which imposes limitations on the business to expand their data capturing effectively and simply result with poor financial design. The financial structure series for Dynamics AX ( 365 for Finance and Operations ) will illustrate the theoretical… Continue Reading Mahmoud M....

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AXAPTAMANIAC: Sales price on a project PO
Aug10

AXAPTAMANIAC: Sales price on a project PO

Reinventing the wheel is always frustrating and royal waste of time. To avoid that, i am writing this post. This is nothing big but just a small note so that it becomes permanent in my memory and i need spend time on it in future if it crosses my path again.Sales price field on the project tab in the project PO behaves differently based on whether it is for item or procurement category and… Continue Reading noreply@blogger.com...

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Sales price on a PO when the cost is to be consumed on the project
Aug10

Sales price on a PO when the cost is to be consumed on the project

Reinventing the wheel is always frustrating and royal waste of time. To avoid that, i am writing this post. This is nothing big but just a small note so that it becomes permanent in my memory and i need spend time on it in future if it crosses my path again.Sales price field on the project tab in the project PO behaves differently based on whether it is for item or procurement category and… Continue Reading noreply@blogger.com...

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How to export data more than 10 K in Dynamics 365?
Aug07

How to export data more than 10 K in Dynamics 365?

Export data in dynamics 365 is one the most common tasks for users and consultantsin this post , I talked  about export data by excelNote,The maximum number of rows by using export to excel functionality is 10 K only to avoid this limitation, we have multiple approaches1-you can use data entity as the belowGo to data management workspace there are two views for this workspace 1-The… Continue Reading noreply@blogger.com (Mahmoud...

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How to install DRA in Dynamics 365?
Aug07

How to install DRA in Dynamics 365?

Dynamics 365 for Finance and Operations offers a downloadable embedded application, known as Document Routing Agent (DRA) that you can use to enable network printing scenarios.  DRA can access both local and network printers that are connected to the computer running the Dynamics 365 for Finance and Operations application in the Cloud. How to install DRA? Go to Organization administration How to install DRA in Dynamics 365?Blog...

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HOW TO SETUP BASIC BUDGETING IN MICROSOFT DYNAMICS 365?
Aug07

HOW TO SETUP BASIC BUDGETING IN MICROSOFT DYNAMICS 365?

In Dynamics 365, we have 3 boxed approaches for budgeting as the below to implement the budget in Dynamics 365, you need some prerequisitesPrerequisitesI suppose you have a chart of account and create the fiscal calendar, financial dimension ..etc1- you must configure account structure you can create one account structure with a financial dimension for budget General ledger /chart… Continue Reading noreply@blogger.com (Mahmoud...

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AXAPTAMANIAC: Revenue Recognition – Jumping months in Straight Line Rev Rec.
Aug06

AXAPTAMANIAC: Revenue Recognition – Jumping months in Straight Line Rev Rec.

In my recent project i had to work a lot on the straight line rev rec functionality in detail and had to test many different scenarios. This gave me more insight into what is system capable of doing and what the system is not capable of doing with respect to recognizing revenue in a straight line scenario.Straight line revenue recognition will always recognize revenue (approx.) equal revenue… Continue Reading noreply@blogger.com...

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Microsoft Business Applications sessions on-demand and Dynamics 365 version 10
Aug03

Microsoft Business Applications sessions on-demand and Dynamics 365 version 10

The Microsoft Business Applications sessions are now available on-demand https://www.microsoft.com/en-us/businessapplicationssummit/sessionsondemand I enjoyed the following sessions: Client usability and productivity improvements in the October release and beyond for Microsoft Dynamics 365 for Finance and Operations Monitoring Microsoft Dynamics 365 for Finance and Operations with… Continue Reading Kurt Hatlevik’s Article...

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HOW TO IMPLEMENT VALUE ADDED TAX (VAT) IN MICROSOFT DYNAMICS 365?
Aug02

HOW TO IMPLEMENT VALUE ADDED TAX (VAT) IN MICROSOFT DYNAMICS 365?

Value Added Tax or VAT is a tax on the consumption or use of goods and services levied at each point of sale. VAT is a form of indirect tax Dynamics 365 supports many types of indirect taxes, such as sales tax, value-added tax (VAT), goods and services tax (GST), unit-based fees, and withholding tax. you can check overview here   This post discusses setup and transaction  A-… Continue Reading noreply@blogger.com (Mahmoud...

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Vote on Dynamics 365 ideas
Aug02

Vote on Dynamics 365 ideas

Do you know that you can influence the direction of Dynamics 365? But you may be unsure as to whether it really will make a difference. Microsoft have a site where the community can add ideas and vote on them. Go to https://experience.dynamics.com/ideas/ and create your ideas. If the idea is valid and they get enough votes, Microsoft will act and include them in their product backlog. But… Continue Reading Kurt Hatlevik’s...

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AXAPTAMANIAC: Straight Line Revenue Recognition
Jul31

AXAPTAMANIAC: Straight Line Revenue Recognition

Standard calculation for straight line revenue recognition is as follows: Original contract value = 12000 Original contract value Actual start date = 1st July 2018 Actual end date = 30th June 2019 Start and End dates Estimation for first three periods (months) Estimation for first 3 months Calculation for Accrued revenue is as follows: Accrued revenue = (Total contract value /… Continue Reading noreply@blogger.com (Sarang...

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Data Migration: Combining 105 Excel Files in 3 Minutes

I needed to import multiple Excel files into AX;  all of them had a very similar format with the same columns.  Python to the rescue.  Ever since Build 2018 I’ve been using Visual Studio Code and enjoyed every moment of it, as I build Python scripts to assist me with anything I can think of.  I highly suggest that tool, and the Cobalt2 theme, for increased productivity and debugging- Data Migration: Combining 105 Excel Files in 3...

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7.3 On Prem Deployment With Deployable Package Failure
Jul25

7.3 On Prem Deployment With Deployable Package Failure

EDIT: This is a known issue that MSFT is actively working on addressing EDIT 2: This has been addressed by KB 4461011. If you are an on-prem customer that is attempting to upgrade to 7.3 from 7.2, you may run into an error. The full error is pasted below: 07/23/2018 21:43:05: Microsoft.Dynamics.AX.Metadata.Storage.MetadataReadMissingFileException: The static metadata file… Continue Reading Nathan Clouse’s Article on their...

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Powershell To Install ADFS for D365 FFO On Prem
Jul25

Powershell To Install ADFS for D365 FFO On Prem

Setting up ADFS for D365 On Prem? Easy!  Setting up ADFS for D365 on Prem is now a little easier (hopefully). Below is a script that can be used to configure ADFS for D365. It is assumed that the this is running from the ADFS box from inside the InfrastructureScript folder as a domain adminst in an elevated powershell.   Step 1 Simply run this as is # Run the following PowerShell script on… Continue Reading Nathan Clouse’s...

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How to implement Financial Dimension Default Template in Microsoft Dynamics 365?
Jul25

How to implement Financial Dimension Default Template in Microsoft Dynamics 365?

In the Thispost, we talk about import movement journal via excel.Some people thought counting cannot be imported because the system locks item for transactions and calculates the on hand online.In Fact,for the first point, system lock item for transaction based on your setupso if you activate lock items during countso, if this parameter not activated, you can make any transaction during… Continue Reading noreply@blogger.com...

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Dynamics AX = Denis Macchinetti: Maintenance mode
Jul24

Dynamics AX = Denis Macchinetti: Maintenance mode

Hi All,In order to turning maintenance mode on or off in an Dynamics 365 FO LBD (aka On-premise) implementation, you have to:Open Sql Server Management Studio Point to the AXDB database Raise the following command, update SQLSYSTEMVARIABLES SET VALUE = 1 where PARM = ‘CONFIGURATIONMODE’ Restart the Service Fabric service against all AOSs Node When you’ve completed your maintenance mode… Continue Reading Denis...

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How To Create alerts in dynamics 365?
Jul23

How To Create alerts in dynamics 365?

In the Thispost, we talk about import movement journal via excel.Some people thought counting cannot be imported because the system locks item for transactions and calculates the on hand online.In Fact,for the first point, system lock item for transaction based on your setupso if you activate lock items during countso, if this parameter not activated, you can make any transaction during… Continue Reading noreply@blogger.com...

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How to refresh Data entity list in Dynamics 365?
Jul18

How to refresh Data entity list in Dynamics 365?

after updating our environment to update 15, I face the below error when export data by using data entity  “Configuaration key not enabled for the entity ‘####Entity’ ” when I check the data entities  I see the below warning  “entity list must be refreshed from the framework parameters ..etc” To solve the above error and avoid the warning  just go to framework… Continue Reading...

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How to Apply a package to a non-production environment by using LCS?
Jul10

How to Apply a package to a non-production environment by using LCS?

In the previous  post , I talked about how to create a deployable packageThe next step, apply this package to test environment and Live environment.Just log in  to LCS  and select your project Go to Asset library  click software deployable package and add your package set name & description for your package and click add file browse your package and click upload  just wait… Continue Reading noreply@blogger.com (Mahmoud...

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AXAPTAMANIAC: Resource Scheduling in Dynamics 365 FinOps
Jul10

AXAPTAMANIAC: Resource Scheduling in Dynamics 365 FinOps

I got to get my hands dirty with this functionality in the new project that i started working on and i must say this has been one of the complex areas in PSA. There are couple of bugs still in the system but overall the functionality started making sense only after i tried and tested the scenarios umpteen number of times. The ‘penny drop’ moment finally happened when i realized that the same… Continue Reading...

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How to manage security field in Dynamics 365?
Jul09

How to manage security field in Dynamics 365?

In this Post , we talked about how to create the security in d365…etcMany customers need to control some fields for users.for example:: user A can see the credit limit for customer and user B can’t see it  In AX 2012, you can do that by using override permission button for a specific role as the below just select your table and uncheck don override, then select your filed and assign… Continue Reading...

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How to merge multiple packages in LCS for Dynamics 365?
Jul09

How to merge multiple packages in LCS for Dynamics 365?

In Dynamics 365,  Application of a single package in an average environment requires about 5 hours of downtime. To avoid additional hours of downtime when you must apply multiple packages. just Go To LCS  and log in with your account and select your project  go to the asset library  you can create a single combined package that contains one package of each type. If you select a… Continue Reading noreply@blogger.com (Mahmoud...

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How to delete Model in Dynamics 365?
Jul09

How to delete Model in Dynamics 365?

In this Post , I talked about how to create or update the model in dynamics 365Today, how to delete? take care from delete action and don’t forget to backup your work you can delete model easily by delete model folder in this path”C:AOSServicePackagesLocalDirectory”for example, if you need to delete  Test Hakim model Stop AOS web service and the Batch Management Service and Go to… Continue Reading...

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